CIK: 0001373442
申报总市值
US$856.5亿
仅显示前 200 大持股（共 531 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 8.42% | -0.26% | -0.29% | |
| 2 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.23% | — | +6.10% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 3.47% | — | +4.16% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.24% | — | +23.89% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.04% | — | +10.22% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.99% | — | +34.12% | |
| 7 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 2.92% | — | +0.55% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | +0.21% | +14.79% | |
| 9 | ✓ | FTSE RAFI US 1500 Small Cap | 股票-其他 | 1.73% | — | +0.23% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.70% | +0.09% | +0.69% | |
| 11 | ACWV | Ishares Msci Global Min Vol | ETF-其他 | 1.44% | — | -2.42% | |
| 12 | UPS | United Parcel Service-cl B | 股票-工业 | 1.28% | — | -1.27% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 1.26% | — | +49.96% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.24% | -0.35% | +15.94% | |
| 15 | TYGEUR | Tortoise Energy Infrastruct | 股票-其他 | 1.15% | — | +14.77% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | +0.14% | +7.67% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.09% | — | -32.15% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.07% | — | -16.28% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.02% | — | +16.47% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.95% | +0.16% | +25.71% | |
| 21 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型股与成长 | 0.95% | — | -8.29% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.93% | — | +1.42% | |
| 23 | MPLX | Mplx LP | 股票-能源 | 0.86% | — | -0.44% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.85% | — | +71.35% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.81% | — | +42.99% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | +0.08% | +0.95% | |
| 27 | IEV | Ishares Europe ETF | ETF-其他 | 0.72% | — | +11.70% | |
| 28 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.70% | — | +7.62% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.68% | — | -15.96% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | — | +23.65% | |
| 31 | HTLD | Heartland Express, Inc. | 股票-其他 | 0.63% | — | -50.57% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.62% | — | +14.86% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.62% | — | +24.57% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.61% | — | +7.21% | |
| 35 | WMB | Williams Cos INC | 股票-能源 | 0.58% | — | +4.15% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.51% | -0.09% | +30.22% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | -0.10% | +17.29% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | — | +15.82% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | — | +18.08% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.47% | -0.60% | +16.06% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.45% | — | +5.75% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | — | +35.93% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.44% | — | +0.91% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | — | +17.24% | |
| 45 | APO | Apollo Global Management, Inc. | 股票-金融 | 0.42% | — | +27.57% | |
| 46 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.41% | — | +55.52% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | — | +11.47% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.39% | — | -0.34% | |
| 49 | ACWI | iShares MSCI ACWI ETF | ETF-其他 | 0.37% | — | — | |
| 50 | WMT | Walmart INC | 股票-非周期性消费 | 0.37% | +0.09% | +3.94% |